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Axxcess Wealth Management’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Axxcess Wealth Management’s Portfolio UUP Stock Details UUP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-9,547
Closed -$266K – 687
2023
Q1 		$266K Sell
9,547
-1,553
-14% -$43.4K 0.02% 510
2022
Q4 		$309K Sell
11,100
-11,400
-51% -$332K 0.03% 439
2022
Q3 		$678K Sell
22,500
-1,500
-6% -$43.5K 0.06% 258
2022
Q2 		$671K Buy
+24,000
New +$658K 0.06% 252

Other funds holding UUP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Axxcess Wealth Management's UUP Position: Q2 2023 in Review

Axxcess Wealth Management sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q2 2023, closing a stake of 9,547 shares — an estimated $266K sold.

Axxcess Wealth Management first reported a position in UUP in Q2 2022 and held it in 4 quarters. The position peaked at $678K in Q3 2022. 97 funds tracked by Wall St. Rank hold UUP as of Q2 2023.

  • Axxcess Wealth Management reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q2 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 9,547 Invesco DB US Dollar Index Bullish Fund shares in Q2 2023, an estimated $266K.
  • Axxcess Wealth Management first reported a position in Invesco DB US Dollar Index Bullish Fund in Q2 2022 and held it in 4 quarters.
  • Axxcess Wealth Management's Invesco DB US Dollar Index Bullish Fund position peaked at $678K in Q3 2022.
  • 97 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2023.

Based on Axxcess Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.